---
title: "TrialKit Drive Automated Exports"
slug: "trialkit-drive-and-business-intelligence-bi"
updated: 2026-09-02T21:25:06Z
published: 2026-09-02T21:25:06Z
canonical: "help.trialkit.com/trialkit-drive-and-business-intelligence-bi"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.trialkit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# TrialKit Drive Automated Exports

#### TrialKit Drive

Allows Study Adminitrators to Schedule Exports to Run Daily or Weekly. The files can be pushed to one of the following 3 external destination points:

- SFTP
- Google cloud storage bucket
- Google Drive

The data available for exporting are as follows:

- Form Data with Medical Codes
- Non-subject form data (site and study form data)
- Queries
- Event Audit
- Data Change Audit
- Subject Status Information
- Subject Visit Information
- Site Progress Information
- Sites and Users - A list of all users and roles on the corresponding study, along with other user-level data
- Data Dictionaries - All the details about how forms are designed for data collection
- Site Payments - Payments that are due or paid for all records in the study
- Field Source Verification - Field SDV status on each field for all existing records
- Wearables Data
- File Repository
- Record Status Report
- Product Inventory (coming soon)

Similar to the manual data exports, TrialKit Drive will enforce data blinding based on a pre-determined study role. Keep this in mind if the study involves any blinding.

Configure Automated Exports to Cloud Storage (GCS, S3, or SFTP)

**To enable TrialKit Drive for an active study, submit a request to the support desk to initiate the setup**

The following service account below will need to be given Writer or Contributor access within the cloud bucket or Drive location: clinicalstudio@trialkit.iam.gserviceaccount

#### Steps to setup Google Drive:

1. Within a shared drive on a corporate (non-personal) account
2. Create a folder
3. Then share that folder with the TrialKit service account as a **Contributor**.
4. Provide the folder URL to TrialKit support along with a request to enable specific exports listed above.

#### Steps to setup SFTP transfer:

- Send a request to TrialKit Support along with the SFTP URL and
- Username for authentication
- Time of day to transfer
- The user role that should be assumed when pulling the data (considers data blinding)

#### Glossary of variables provided in the scheduled exports

**Subject status**

- Subject ID
- System subject ID
- Number of CRFs required
- Required Records Entered
- Adverse Events
- Enrollment date
- Subject randomized
- Randomization group
- Randomization Date
- Consented
- Cohort Name
- Cohort ID
- Study exit date
- Reason for study exit

**Subject visit Info**

- Subject ID
- System Subject ID
- Visit Name
- Visit Interval sequence
- Visit Interval ID
- Cohort ID
- Cohort Name
- Target Visit Date
- Visit window low date
- Visit window high date
- Visit Status
- Number of Missing forms
- Number of entered incomplete forms
- Number of forms not yet entered
- Visit Missed
- Visit In Window and awaiting data
- Visit In Window and started
- Visit upcoming in 30 days or less

**Site Progress**

- Site Name
- Enrollment goal
- Number subjects enrolled
- Forms completed
- CRFs Monitored
- CRFs Signed (review completed)
- Total open queries
- Total manual queries
- Number of Open manual queries
- Number of Open system queries
- Number subjects Randomized
- Total Number of Adverse Events
- Number of AEs based on a user-defined variable
- Number Deviations

**Record status report**

- Site Name
- Subject ID
- Registration Date
- Visit Name
- Low Window
- High Window
- Form Name
- Form required
- Record status
- Visit Date
- TransID
- Status
- Days Missing
- Record ID
- Date Created
- User Who Created
- Date Last updated
- User who updated
- # Locked Fields
- # Queries
- Review 1 date
- Review 1 user
- Review 2 date
- Review 2 users

####